The Fortune 500 Innovation Forum [Fortune]
GE Vernova Inc. (GEV)
Company Research
Source: Fortune
If finalized, the deal would represent the largest collaboration to date between a U.S. oil and gas giant and Big Tech. Recommended Video Chevron is developing a power plant hub with 2.5 gigawatts of gas-fired power in West Texas—enough to power nearly 2 million homes—and has negotiated for months with potential hyperscaler clients. The multibillion-dollar project is scalable to 5 gigawatts and could start coming online as early as late 2027. Chevron already has a financial partnership with the Engine No. 1 investment firm and seven gas turbines ordered from GE Vernova. “No commercial terms have been finalized, and there is no definitive agreement at this time,” Chevron, Microsoft, and Engine No. 1 said in a statement. “The approach reflects an emerging shift in how power for AI is being developed, bringing energy supply closer to demand through co-located, behind-the-meter generation to deliver reliability while helping avoid added strain on regional electricity systems,” the
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GEV
News
- GE Vernova vs. First Solar: Oil Above $100 Just Changed Everything for This Trade [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- GE Vernova vs. First Solar: Oil Above $100 Just Changed Everything for This Trade [Yahoo! Finance]Yahoo! Finance
- AirJoule Technologies Corporation Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- GE Vernova (GEV) Stock: Buy, Sell, or Hold? [Yahoo! Finance]Yahoo! Finance
- GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock [Yahoo! Finance]Yahoo! Finance
GEV
Earnings
- 1/29/26 - Beat
GEV
Sec Filings
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- GEV's page on the SEC website